John Welch signed All Surfaces, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
All Surfaces, Inc.'s EIN is 82-1799570.
Download the official 2024 Form 5500 (PDF) for All Surfaces, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)All Surfaces, Inc.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $6.9M | 20.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $6.2M | 18.2% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $3.9M | 11.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $3.4M | 9.7% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.2M | 6.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.8M | 5.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.8M | 5.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 3.6% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.0% | |
| J.P. Morgan J.P. Morgan Growth Advantage | Other securities | — | — | $1.0M | 2.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $848K | 2.5% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $550K | 1.6% | |
| Baird Core Plus Bond Fund Institutional | Other securities | — | — | $525K | 1.5% | |
| Dodge & Cox Dodge & Cox Stock Fund X | Mutual Funds | — | — | $453K | 1.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $432K | 1.3% | |
| Fidelity International Index | Mutual Funds | — | — | $361K | 1.0% | |
| Galliard Stable Return Fund C | Other securities | — | — | $326K | 0.9% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $326K | 0.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $318K | 0.9% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $216K | 0.6% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $172K | 0.5% | |
| DFA US Small Cap Growth Institutional | Mutual Funds | — | — | $121K | 0.4% | |
| American Funds American Funds EUPAC Fund | Mutual Funds | — | — | $121K | 0.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $118K | 0.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $88K | 0.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $76K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $75K | 0.2% | |
| PGIM Jennison Mid Cap Growth | Other securities | — | — | $74K | 0.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $68K | 0.2% | |
| BlackRock Mid-Cap Value K | Other securities | — | — | $51K | 0.1% | |
| American Beacon American Beacon Small Cap Value | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | 22-2428965 | — | ACCOUNTANT/AUDITOR | $18K | — |
